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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,033 | $180,749-91.7% | $160,784-90.7% | $137,256-89.0% |
| Participation rate | 69.2% | 80.0%-10.7pp | 77.0%-7.7pp | 80.0%-10.7pp |
| Annual return | 20.33% | 2234.46%-2214.1pp | 1803.92%-1783.6pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,463 | $4,155-64.8% | $3,733-60.8% | $4,156-64.8% |
| Participant deferral / active EE | $2,439 | $6,844-64.4% | $6,293-61.2% | $6,407-61.9% |
| Admin fee / account holder | $1,002 | $10,397-90.4% | $9,717-89.7% | $12,270-91.8% |